LLY icon

Eli Lilly
LLY

Overview Fund Activity

2,657 hedge funds and large institutions have $288B invested in Eli Lilly in 2022 Q4 according to their latest regulatory filings, with 325 funds opening new positions, 949 increasing their positions, 1,003 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,657
Holders Change
+186
Holders Change %
+7.53%
% of All Funds
42.87%
Holding in Top 10
197
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+5.35%
% of All Funds
3.18%
New
325
Increased
949
Reduced
1,003
Closed
92
Calls
$2.38B
Puts
$2.64B
Net Calls
-$260M
Net Calls Change
-$133M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$4.41B
2
BlackRock
BlackRock
New York
$23.8B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.86B
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$446M
5
UBS Group
UBS Group
Switzerland
$698M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.33B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$8.29B
3
Primecap Management
Primecap Management
California
$9.47B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$7.32B
5
Geode Capital Management
Geode Capital Management
Massachusetts
$5.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
2626
Pin Oak Investment Advisors
Texas
$9K – – –
MPCL
2627
My Personal CFO LLC
Washington
$8.78K +$8.78K +24 New
TCOT
2628
Trust Company of Toledo
Ohio
$8.77K +$223 +610 +3%
MDCM
2629
Morgan Dempsey Capital Management
Wisconsin
$8.41K – – –
FGAM
2630
Financial Gravity Asset Management
Texas
$8.21K -$28K -1,249 -77%
ECM
2631
Everence Capital Management
Indiana
$7.98K – – –
PP
2632
Pacifica Partners
Canada
$7.67K – – –
MYAM
2633
Meiji Yasuda Asset Management
Japan
$7.66K -$156 -427 -2%
JMF
2634
Johnson Midwest Financial
Iowa
$7K – – –
DF
2635
DecisionPoint Financial
Arizona
$6.22K +$6.22K +17 New
CWA
2636
Core Wealth Advisors
Florida
$6.22K +$6.22K +17 New
FCG
2637
Financial Connections Group
California
$6K – – –
TFM
2638
TFC Financial Management
Massachusetts
$5.5K -$2.57K -7 -32%
HWP
2639
Highline Wealth Partners
California
$5.49K – – –
JFG
2640
JDM Financial Group
Texas
$5.49K +$5.49K +15 New
ITIM
2641
Indiana Trust & Investment Management
Indiana
$5.21K +$101 +277 +2%
CCM
2642
CAAS Capital Management
New York
$4.39K +$4.39K +12 New
WA
2643
WestEnd Advisors
North Carolina
$3.29K -$366 -1 -10%
FIM
2644
FWL Investment Management
Texas
$3.29K +$3.29K +9 New
KA
2645
Kozak & Associates
Colorado
$3K – – –
CAS
2646
Coppell Advisory Solutions
Texas
$2.56K +$2.56K +7 New
CASC
2647
Coppell Advisory Solutions Corp
Texas
$2.56K +$2.56K +7 New
PFG
2648
Piershale Financial Group
Illinois
$2.56K +$2.56K +7 New
DCM
2649
Davidson Capital Management
Texas
$2.2K +$2.2K +6 New
LIM
2650
Longfellow Investment Management
Massachusetts
$1.83K -$2.93K -8 -62%
104 105
106
107 108